Elite Private Banking RM | HNW Wealth Advisory

PeopleSearch; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

PeopleSearch is seeking a Private Banking Relationship Manager in Hong Kong to manage a portfolio of HNW/UHNW clients and drive acquisition, growth, and AUM targets. You will deliver wealth advisory, coordinate with internal teams, and ensure regulatory compliance and client satisfaction.

The role requires deep client relationship experience in private banking, fluency in English, Cantonese and Mandarin, and a track record of achieving revenue and asset-growth KPIs.

Qualifications

• Minimum 8 years of experience as a Relationship Manager in Private Banking or High-End Premier Banking.
• Fluency in English, Cantonese and Mandarin is required.

Responsibilities

• Own and manage relationships with HNW/UHNW clients and prospects.
• Drive new client acquisition via referrals and structured outreach.
• Provide premium service to ensure high client satisfaction and retention.
• Understand client needs: wealth growth, income planning, capital preservation, succession planning.
• Proactively propose tailored wealth solutions using banking and investment products.
• Meet/exceed KPIs including AUM growth, net new money, revenue targets.
• Ensure appropriate investment allocation in line with client objectives and risk tolerance.
• Coordinate with internal teams for product implementation and onboarding.
• Maintain up-to-date client information and CRM records for audit readiness.

Skills

RM experience

English Cantonese Mandarin

Job description

PeopleSearch is seeking a Private Banking Relationship Manager in Hong Kong to manage a portfolio of HNW/UHNW clients and drive acquisition, growth, and AUM targets. You will deliver wealth advisory, coordinate with internal teams, and ensure regulatory compliance and client satisfaction.

The role requires deep client relationship experience in private banking, fluency in English, Cantonese and Mandarin, and a track record of achieving revenue and asset-growth KPIs.